The Montana State Capitol

Form 990-PFTax year 2024EIN 36-6063686

Norwell Fund

A private foundation in Big Timber, MT. Its return for tax year 2024 lists 36 grants and $97,485 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests. It still lists the details below.

Form and materials
Written application with charitable purpose

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $97,485

    Grants listed
    36
    Assets, end of year
    $983,666
  • Tax year 2023

    $89,500

    Grants listed
    42
    Assets, end of year
    $987,546
  • Tax year 2022

    $48,950

    Grants listed
    32
    Assets, end of year
    $299,504
  • Tax year 2021

    $65,250

    Grants listed
    45
    Assets, end of year
    $286,714
  • Tax year 2020

    $37,800

    Grants listed
    32
    Assets, end of year
    $310,163
  • Tax year 2019

    $35,200

    Grants listed
    39
    Assets, end of year
    $273,578

Grants paid in 2024

36 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    To further the charitable acts of the organization.

    $12,000
  2. Individual

    To provide tuition assistance to students.

    $7,000
  3. Individual

    To further the charitable acts of the organization.

    $6,485
  4. Individual

    To further the charitable acts of the organization.

    $6,000
  5. Individual

    To further the charitable acts of the organization.

    $5,000
  6. Individual

    To further the charitable acts of the organization.

    $5,000
  7. Individual

    To further the charitable acts of the organization.

    $5,000
  8. Individual

    To further the charitable acts of the organization.

    $5,000
  9. Individual

    To further the charitable acts of the organization.

    $5,000
  10. Individual

    To further the charitable acts of the organization.

    $5,000
  11. Individual

    The [individual] uses the power of law to advance [individual] as fundamental human [individual] around the world.

    $5,000
  12. Individual

    To further the charitable acts of the organization.

    $3,000
  13. Individual

    To further the charitable acts of the organization.

    $2,500
  14. Individual

    To further the charitable acts of the organization.

    $2,000
  15. Individual

    To further the charitable acts of the organization.

    $2,000
  16. Individual

    To further the charitable acts of the organization.

    $2,000
  17. Individual

    To further the charitable acts of the organization.

    $1,000
  18. Individual

    To further the charitable acts of the organization.

    $1,000
  19. Individual

    To further the charitable acts of the organization.

    $1,000
  20. Individual

    To further the charitable acts of the organization.

    $1,000
  21. Individual

    To further the charitable acts of the organization.

    $1,000
  22. Individual

    To further the charitable acts of the organization.

    $1,000
  23. Individual

    To further the charitable acts of the organization.

    $1,000
  24. Individual

    To further the charitable acts of the organization.

    $1,000
  25. Individual

    To further the charitable acts of the organization.

    $1,000
  26. Individual

    To further the charitable acts of the organization.

    $1,000
  27. Individual

    To further the charitable acts of the organization.

    $1,000
  28. Individual

    To further the charitable acts of the organization.

    $1,000
  29. Individual

    To further the charitable acts of the organization.

    $1,000
  30. Individual

    To further the charitable acts of the organization.

    $1,000
  31. Individual

    To further the charitable acts of the organization.

    $1,000
  32. Individual

    To further the charitable acts of the organization.

    $1,000
  33. Individual

    To further the charitable acts of the organization.

    $1,000
  34. Individual

    To further the charitable acts of the organization.

    $1,000
  35. Individual

    To further the charitable acts of the organization.

    $1,000
  36. Individual

    To further the charitable acts of the organization.

    $500

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Linda McMullenPresident Hours 0Pay $0
  • Jason SmithDirector Hours 0Pay $0

The return

More foundations

Other foundations in Montana

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  2. Margaret V Ping FoundationBillings, MT 16 grants Preselected only $99,000 giving
  3. Save our Gallatin Front IncBozeman, MT 1 grant Preselected only $99,061 giving
  4. Rob and Terry Ryan FoundationHamilton, MT 1 grant Preselected only $100,000 giving
  5. Clark Scholarship FundBillings, MT 20 grants Accepts applications $100,000 giving